Ingen Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$11,567,119
Clients
60
Advisors
1
of 2 employees
About
Ingen Strategies, LLC provides investment advisory and financial planning services primarily to individual clients, including high‑net‑worth individuals, and also serves trusts, estates and business entities. The firm offers portfolio management alongside standalone planning and consulting that can cover retirement, estate, tax and business‑focused topics such as corporate structure, real estate analysis and cost‑segregation studies.
The firm delivers individualized, discretionary portfolio management built around asset‑allocation strategies using stocks, bonds, ETFs and other securities, with both long‑ and short‑term approaches as appropriate. It applies fundamental, qualitative and technical analysis, may recommend third‑party managers, and uses model portfolios accessed through the Altruist Model Marketplace while conducting ongoing monitoring and periodic rebalancing.
Compared with many small advisers, Ingen Strategies combines traditional wealth management with a broader set of corporate and real‑estate consulting services and may enroll accounts in Altruist One, a bundled platform whose subscription fees the firm can absorb or pass through to clients. The brochure discloses that firm representatives are licensed to sell insurance and that the firm’s owner has unrelated business interests; the firm also does not accept proxy‑voting authority for client securities.
Client services
Expertise
Occupation focus
Fee options
Up to $20,000 flat fee for financial planning and consulting; setup fee up to $1,000 for asset management
Up to $500 per hour
Monthly fee for participation in Altruist One Program; amount varies and may be absorbed by firm or passed to client
Main office
17941 Mitchell South, Suite C
Irvine CA 92614
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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